Financial Consultant, Branch Manger
7 days ago
Job Responsibilities
- Build and maintain strong client relationships by understanding their financial needs and offering appropriate investment solutions.
- Advise clients on financial products such as equities, mutual funds, insurance, and other investment avenues.
- Achieve sales and business development targets while ensuring high customer satisfaction.
- Conduct regular portfolio reviews and recommend strategies to optimize client investments.
- Stay updated with financial market trends, new products, and regulatory changes.
- Generate leads through networking, references, and company-provided sources.
- Ensure compliance with company policies and industry regulations.
- Bachelors degree in Finance, Commerce, Business Administration, or related field.
- NISM certification (if required by role) will be an added advantage.
- Experience in financial consulting, banking, or investment advisory preferred.Role & responsibilities
Preferred candidate profile
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